Opinion

Gertjan Verdickt
Opinion
today

The price of a tirade

“Mgmt at WFC are a bunch of douchebag assclowns.” That is, literally, one of the comments posted…
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Han Dieperink
Opinion
September 15, 2026

What does Warsh actually want?

After strong labor market data and inflation that remains above the Fed’s target, the market has…
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Stephan Desplancke
Opinion
September 14, 2026

Evergreen funds: always open, never liquid?

“Evergreen funds inherently involve a liquidity mismatch.” “Evergreen funds introduce subjectivity…
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Han Dieperink
Opinion
September 8, 2026

Farewell to the new normal

The period after 9/11 ushered in an era of war, crises, low growth and fading faith in progress…
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Gertjan Verdickt
Opinion
September 7, 2026

Why your view of the stock market is shaped by your neighbours

Investors like to think that their view of the market is based on hard numbers and a broad…
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Jeroen Blokland
Opinion
September 7, 2026

Chart of the week: primary budgets are the main reason to adjust your portfolio

When primary budget deficits, the budget deficit excluding interest expenses, are presented, many…
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Han Dieperink
Opinion
September 1, 2026

The value of quality

Value and quality both generate excess returns in equities, but in many respects they are opposites…
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Edin Mujagic
Opinion
August 28, 2026

Tensions in Iceland and why they matter to the ECB

Things are getting tense in Iceland! Iceland? Isn’t this the ECB Watch column? Yes, it is. But we…
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Gertjan Verdickt
Opinion
August 24, 2026

The puzzle of the calm market

Investors often overreact to news. Yet all that overreaction does not necessarily make the stock…
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Wouter Weijand
Opinion
August 21, 2026

Scotch Bes

Scotch Bes is a new elixir designed to ease the burden of your debts. A few sips of this whisky will…
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Wall Street’s earnings boom is less solid than it looks, says valuation expert

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Gertjan Verdickt
Opinion

The price of a tirade

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‘UK equities are a hedge against a big tech correction’

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Morningstar: AQR versus Man Group in Multistrategy

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Sector

Investors struggle to price physical climate risk

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